Institutional Ownership Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV). We have compiled data on the 1,151 institutions that hold shares in the stock, with a total of 444 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
326,462
shares
|
$17.4 Million
0.39% of portfolio
|
Q2 2025
Added 36.57%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
324,686
shares
|
$17.3 Million
7.09% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
321,207
shares
|
$17.1 Million
0.67% of portfolio
|
Q2 2025
Reduced 55.28%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
320,373
shares
|
$17.1 Million
1.16% of portfolio
|
Q4 2023
Added 6.53%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
316,957
shares
|
$16.9 Million
9.07% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
314,993
shares
|
$16.8 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
308,853
shares
|
$16.5 Million
0.23% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
304,726
shares
|
$16.2 Million
0.56% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
302,804
shares
|
$16.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
302,295
shares
|
$16.1 Million
2.01% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
290,290
shares
|
$15.5 Million
9.72% of portfolio
|
Q3 2023
New holding
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
286,385
shares
|
$15.3 Million
4.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
285,131
shares
|
$15.2 Million
1.77% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
283,471
shares
|
$15.1 Million
6.53% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
281,530
shares
|
$15 Million
1.15% of portfolio
|
Q2 2025
Reduced 41.17%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
280,148
shares
|
$14.9 Million
0.62% of portfolio
|
Q2 2025
Added 3593.45%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
279,399
shares
|
$14.9 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
276,409
shares
|
$14.7 Million
1.47% of portfolio
|
Q2 2025
Reduced 92.41%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
272,487
shares
|
$14.5 Million
4.16% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
269,987
shares
|
$14.4 Million
1.46% of portfolio
|
Q4 2023
Added 3.78%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
269,924
shares
|
$14.4 Million
0.74% of portfolio
|
Q2 2025
Added 43.75%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
269,309
shares
|
$14.4 Million
3.02% of portfolio
|
Q2 2025
Reduced 43.49%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
268,554
shares
|
$14.3 Million
7.28% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
266,962
shares
|
$14.2 Million
1.19% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
266,579
shares
|
$14.2 Million
6.36% of portfolio
|
Q2 2025
New holding
|